Commodity Market Report
Global cathode and precursor short-term outlook June 2022
Report summary
With the first half of the year over, it is looking increasingly like Q2 may have represented the peak in the current pricing cycle. Certainly, nickel, cobalt, and manganese sulphate prices have suffered significant corrections in recent weeks with further price softening expected in the second half of the year. Lithium prices have shown more inertia, with growing EV sales we're expecting lithium prices to remain elevated until mid-2024. With nickel and cobalt price correction, we would expect more competition between ternary and LFP CAMs, while the latter gained momentum and won a market share while prices were elevated.
Table of contents
- Precursor materials price
- Supply & Demand
- Supply chain
- Recycling
Tables and charts
This report includes 13 images and tables including:
- NCM precursor materials price, thousand $US/t
- NCM precursor materials price forecast
- NCM cathode materials price
- NCM cathode materials price forecast
- Plug-in EV sales, thousand units
- Automotive segment cathode consumption in sold cars, kt of cathode material
- Cathode material demand, Mt of cathode material
- Global cathode supply by type, kt
- Global precursor supply by type, kt
- Imports and exports of NCM (China)
- Imports of NCM from China
- Imports and exports of PNCM (China)
- Imports and exports of PNCA (China)
What's included
This report contains:
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